MinichMacGregor Wealth Management’s Becton Dickinson BDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-365
Closed -$93K 147
2022
Q4
$93K Buy
+365
New +$86.2K 0.03% 117
2018
Q4
Sell
-384
Closed -$99K 134
2018
Q3
$99K Sell
384
-17
-4% -$4.19K 0.07% 83
2018
Q2
$93K Hold
401
0.07% 83
2018
Q1
$84K Hold
401
0.07% 78
2017
Q4
$83K Hold
401
0.06% 74
2017
Q3
$76K Buy
401
+5
+1% +$969 0.06% 74
2017
Q2
$75K Buy
396
+52
+15% +$9.5K 0.07% 74
2017
Q1
$61K Hold
344
0.05% 90
2016
Q4
$55K Sell
344
-10
-3% -$1.66K 0.05% 98
2016
Q3
$62K Hold
354
0.06% 95
2016
Q2
$58K Buy
354
+10
+3% +$1.6K 0.05% 95
2016
Q1
$51K Buy
344
+5
+1% +$709 0.05% 104
2015
Q4
$46K Buy
+339
New +$48.8K 0.04% 109

Other funds holding BDX

MinichMacGregor Wealth Management's BDX Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Becton Dickinson (BDX) in Q1 2023, closing a stake of 365 shares — an estimated $93K sold.

MinichMacGregor Wealth Management first reported a position in BDX in Q4 2015 and held it in 13 quarters. The position peaked at $99K in Q3 2018. 1,525 funds tracked by Wall St. Rank hold BDX as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Becton Dickinson position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 365 Becton Dickinson shares in Q1 2023, an estimated $93K.
  • MinichMacGregor Wealth Management first reported a position in Becton Dickinson in Q4 2015 and held it in 13 quarters.
  • MinichMacGregor Wealth Management's Becton Dickinson position peaked at $99K in Q3 2018.
  • 1,525 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.